Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott MacAione is a financial advisor with Pathstone. Scott has been in the financial services industry since 1996, and has a broad range of experience in investment advisory and portfolio management. Scott's clients include individuals, families, corporations, and charitable organizations. Scott is a Certified Financial Planner and a Chartered Financial Analyst.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NJ
06/15/2022 - Present
Pathstone (ENGLEWOOD NJ)
FL
12/08/1998 - 03/29/2011
FIDELITY BROKERAGE SERVICES LLC (ALTAMONTE SPRINGS FL)
NY
11/22/1996 - 11/03/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/30/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/29/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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